Effective Dates: 05/07/2020 - Present Previous | Next

TN 11 (05-20)

RM 03258.009 Employer/Plan Administrator Correspondence

A. Employer/Plan Administrator denies reporting participant as shown on SSA records

If the DCN is provided, request copy of Schedule SSA for the employer/Plan Administrator involved.

NOTE: When SSA-L99-C1 is returned, refer to the DCN located in the lower left corner of the form.

  • •

    Participant listed on the report

Forward incoming correspondence, and copy of Schedule SSA page on which the participant is listed to Plan Administrator.

  • •

    Participant not listed on the report

Forward incoming correspondence and a copy of the entire report to OITEBS, DEED for further investigation.

B. Employer/Plan administrator requests copy of a report previously furnished

NOTE: SSA can furnish Plan Administrator that pension information which they previously reported.

If the DCN is provided

  • •

    Prepare microprint of the report.

  • •

    Forward to requester under cover of a letter specifying the nature of the information being furnished.

C. Employer/Plan Administrator states that benefit information furnished the plan participants is inaccurate

Process according to RM 03258.009A in this section.

To Link to this section - Use this URL:
http://policy.ssa.gov/poms.nsf/lnx/0103258009
RM 03258.009 - Employer/Plan Administrator Correspondence - 05/07/2020
Batch run: 05/07/2020
Rev:05/07/2020